How to Navigate Court of Protection Applications - A Bite-Sized Guide for Private Client Professionals

Introduction

Private client professionals are increasingly required to navigate complex Court of Protection applications involving trusts, vulnerable beneficiaries, and capacity issues. Understanding when and how to act is essential to protecting clients’ interests and ensuring matters progress efficiently.

This short webinar explores the key situations where a Court of Protection application may be necessary, including:

• Applications involving incapable trustees
• Cases where an incapable beneficiary must receive funds or provide consent
• Significant personal injury settlements received by minors
• Situations where an adult has lost capacity and a trust may offer a more suitable solution than Deputyship

Through practical examples and clear, step-by-step guidance, the webinar will equip you with the knowledge and confidence to identify the right approach, advise clients effectively, and move matters forward with clarity and certainty.

What You Will Learn

This webinar will cover the following:

• Identifying when a Court of Protection application is necessary
• Determining the appropriate type of application and the correct court jurisdiction
• Understanding the information and evidence the Court is likely to require
• Preparing effective supporting witness statements
• Recognising and managing the wider practical issues arising from trust-related applications